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About Us

The principal of the firm Eoghan Gavigan has over 28 years’ experience in banking and finance across Treasury, Lending and Wealth Management.

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Our Expertise

The principal of the firm Eoghan Gavigan has over 28 years’ experience in banking and finance across Treasury, Lending and Wealth Management. The holder of a Degree in Credit Management from TU Dublin, Eoghan is also a holder of the Graduate Diploma in Financial Planning from University College Dublin. He is a member of the Institute of Banking as well as the Financial Planning Standards Board Ireland.

All financial advisers must have the Qualified Financial Advisor (QFA) designation in order to provide financial advice which Eoghan has, however he also has the higher level Specialist Investment Adviser (SIA) and Certified Financial Planner (CFP) qualifications. The CFP qualification is the world’s most respected industry designation, held by only a select number of advisers.

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Wealth Management

Wealth Management involves bringing together all of the various financial planning disciplines to manage the accumulation, preservation and transfer of wealth.

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Investment Advice

Protect and grow your wealth. Is your investment adviser up to date with markets or are you still getting the same advice you were getting ten years ago?

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Retirement Planning

Are you still thinking about pensions as being a savings product? They can help to reduce your biggest expense – tax. During your life and when passing on assets to your beneficiaries.

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